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Apr 8, 2020

SS&C Algorithmics clients get ready for FRTB

SS&C Algorithmics FRTB (Fundamental Review of the Trading Book) solution has been available since 2016, with a number of early-adopter clients starting implementation that same year and going into production within months.

Apr 7, 2020

ETFs: a critical tool for managing millennials’ wealth

Assets invested in the global exchange-traded fund (ETF) industry hit an estimated $6.4 trillion at the end of January 2020, which represents massive growth from less than $100 billion in 2000. Wealth advisors and managers are part of the reason why ETFs have grown in popularity—the funds offer low cost, tax-efficiency, asset diversification and scalability. ETFs also resonate with millennials because of their ease of use and inexpensiveness—and wealth managers need to pay attention.

Apr 6, 2020

The importance of employee trade monitoring and having a Code of Ethics

Today, all financial services firms share a strong desire to demonstrate good conduct, integrity and no conflict of interest with their clients. As fiduciaries, the industry is mandated by regulation (like REG BI) to place the interests of clients ahead of its own.

Apr 3, 2020

Staying the course

March 2020 has been an unprecedented month. Health care providers and investment managers found themselves scrambling to function remotely, all while coping with surging volumes and volatility. 

Apr 1, 2020

COVID-19: moving forward in an uncertain world

Over the past several weeks, we have had one of the most interesting, precipitous market movements the United States (and Global Economy) have ever seen.  We have had every corner of the market strained by the spread of COVID-19, ranging from unemployment highs to plunging equity markets. 

Apr 1, 2020

Digital transformation in the Insurance industry: are you there?

The insurance industry is powered by vast and growing volumes of data and stands to benefit from eliminating the manual processes and workflows that other industries have already replaced.

Mar 31, 2020

Retirement in the Time of COVID-19: Unpacking the Retirement Provisions Contained in the Coronavirus Aid, Relief, and Economic Security (CARES) Act

On Friday, the President signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, the largest stimulus package in American history. The CARES Act provides $2 trillion in relief to Americans and American businesses impacted by the coronavirus pandemic.

Mar 27, 2020

Is it a TDR? How to analyze the coming wave of modifications

Many banks are working on ways to offer relief to borrowers given the sudden changes to the market because of COVID-19.  While modification options offered to borrowers vary among financial institutions and particulars of the loan itself, one of the most common being considered is a short-term suspension of required payments, often for a period of 90 days and often offered to all customers who are mostly current.   


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